Will Micron say “Wafer”?
Micron said “Wafer” 2 times on its Sep 30, 2026 call (FY26 Q4), and on each of its last 8 calls: 2, 5, 3, 4, 1, 4, 2, 2 times. As of Oct 24, 2026, Micron said “Wafer” on the only call with a settled Kalshi mention market so far, on Mar 20, 2025. Parrot’s p for the next listing is 81% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- company speakers
Where it was said
quotes of at most 25 words; select an appearance
Micron
Wafer
- Probability
- 81% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (0 in prepared remarks, 2 in Q&A); 4 by speakers the rule does not count.
…will be made. We put the equipment in the fabs and produce wafers when needed based on our view of the market. These SCAs are…
…space for everyone. Even though we are going to be having first wafer output from our Idaho facility mid-calendar 2027, and others in the industry…
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (0 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.
…last couple of years, node migration yielding less, HBM soaking up more wafers, and the need for greenfield for incremental wafer capacity. We have these…
…Idaho Two, as we think about these greenfield fabs starting to have wafer outs in next year and the year after that, can you remind…
Not counted under the usual rule (company speakers + operator); this word was not listed here.
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (3 in prepared remarks, 1 in Q&A).
…lead times, higher HBM trade ratio, higher HBM growth rates, and declining bits-per-wafer growth from node migration constrain bit supply growth. We expect industry NAND…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Mar 20, 2025 | Wafer |  Kalshi | Yes | 5 |
Questions
- How many times did Micron say “Wafer” on its last earnings call?
- Micron said “Wafer” 2 times on its Sep 30, 2026 call (FY26 Q4), and on each of its last 8 calls: 2, 5, 3, 4, 1, 4, 2, 2 times.
- How often does Micron say “Wafer”?
- As of Oct 24, 2026, Micron said “Wafer” on the only call with a settled Kalshi mention market so far, on Mar 20, 2025.
- What is the probability Micron says “Wafer” next time?
- 81%, from settlement history blended with transcripts (n=1). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers.
Cite parrot.markets, “Micron: ‘Wafer’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MU/words/wafer (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=micron&word=wafer · quotes: /api/v1/quotes?entity=micron&word=… · columnar JSON in #parrot-data · llms.txt · MCP